InVision Cloud V7: InVision Roles

There are five user roles for teams in InVision Cloud V7: primary owner, owner, admin, member, and guest

When assigning these roles to people on your team, remember that permission settings are managed primarily at the document level, therefore primary owners, owners, and admins do not automatically have access to every document created for a team.

Primary owner

A team account on Cloud V7 has only one primary owner—the person who created the account for the team. Along with being the only person with access to delete the team account, the primary owner can manage important settings for the team:

Team settings, including the team domain and authentication

Security settings

Billing information

Membership

User groups

Individual user roles, including promoting or demoting other owners

The primary owner cannot be demoted to a role with lower access; however, the primary owner can transfer the role to a different person on the team account.

Owner

Like the primary owner of an Cloud V7 team account, owners can manage the team settings, authentication and security settings, billing information, membership, user groups, and individual roles—including the ability to promote or demote other owners on the team. You can assign multiple owners for the team account.

The most notable limitations that the owner role has compared to the primary owner role is that owners cannot delete the team, change the team’s name, nor change the team’s subdomain. Only the primary owner can make changes to those principal settings.

Admin (Enterprise only)

Exclusive to Enterprise plans, the admin role has access to manage team membership (including assigning or changing the role of owners), user groups, and individual roles—including the ability to promote or demote other admins. You can assign multiple admins for the team account.

Enterprise admins cannot access the billing section, therefore they cannot update the team’s subscription (other than starting a trial, which all roles on the team can do).

Member

Intended for designers, developers, product managers, and other core contributors on the team account, Cloud V7 team members can see all spaces and documents made available to the team (as well as the spaces and documents they are specifically invited to join). You can have multiple members on your team, and we typically find that the majority of users on a team are assigned the Member role.

Guest

The Guest role on Cloud V7 teams is intended for contractors, clients, or other collaborators who you don’t want to have full visibility into the team account. Guests are limited to accessing only prototypes, boards, or spaces they are explicitly invited to join. Guests cannot access spaces or projects they have not been invited to, nor can guests invite new users to join the team account. You can have multiple guests on your team.